+2,569.2%
MUU vs RSP
+16.1%
+2,553.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +9.3% |
| 7D | +15.0% | -1.8% | +16.8% | +23.0% |
| 30D | +36.8% | -2.5% | +39.3% | +50.0% |
| 3M | -8.5% | +3.0% | -11.5% | -21.1% |
| 6M | +320.7% | +8.9% | +311.8% | +198.7% |
| YTD | +599.7% | +13.0% | +586.7% | +319.5% |
| 1Y | +2,569.2% | +16.2% | +2,552.9% | +1,334.1% |
| All | +2,569.2% | +16.1% | +2,553.1% | +1,334.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RSP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling